Financial decisions are not made as a single step that will apply for the rest of your life. Plans need to be reviewed as circumstance and rules change.
What we do
At RI South East Qld, we want you to live more and worry less. This is why we have created a program of ongoing support to give you peace of mind and confidence that your financial affairs are in good hands.
Ultimately, through our ongoing care program we aim to:
We regularly meet with clients to discuss their need and objectives. These meetings review their current position and provide recommendations on strategies to maximize their financial position in the future.
Through the reviews clients have peace of mind and confidence that their financial affairs are in good hands.
Interested in finding out more? Talk to one of our financial advisers today.